We are live on ! Find out more
DAL icon

Delta Air Lines

1,135 hedge funds and large institutions have $32.2B invested in Delta Air Lines in 2019 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 403 increasing their positions, 399 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 99

7% more funds holding in top 10

Funds holding in top 10: 4245 (+3)

7% more funds holding

Funds holding: 1,0651,135 (+70)

1% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 399

1% less capital invested

Capital invested by funds: $32.6B → $32.2B (-$434M)

2.04% less ownership

Funds ownership: 87.27%85.23% (-2%)

14% less call options, than puts

Call options by funds: $985M | Put options by funds: $1.15B

Holders
1,135
Holders Change
+70
Holders Change %
+6.57%
% of All Funds
22.36%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.89%
New
190
Increased
403
Reduced
399
Closed
99
Calls
$985M
Puts
$1.15B
Net Calls
-$162M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
901
Great Valley Advisor Group
Delaware
$227K -$5.83K -104 -3%
SP
902
Successful Portfolios
Florida
$226K -$4.77K -85 -2%
KIA
903
KCM Investment Advisors
California
$224K
SFO
904
Stokes Family Office
Louisiana
$223K +$214K +3,809 New
VAG
905
VisionPoint Advisory Group
Texas
$222K -$159K -2,833 -43%
PAS
906
Partnervest Advisory Services
California
$222K -$18.7K -333 -8%
LA
907
Lau Associates
Delaware
$220K
CCM
908
Carlson Capital Management
Minnesota
$220K +$211K +3,756 New
JT
909
Jump Trading
Illinois
$219K -$413K -7,368 -66%
SCM
910
Snow Capital Management
Pennsylvania
$219K -$18.7K -333 -8%
WPC
911
Waters Parkerson & Co
Louisiana
$219K
SMFS
912
Squar Milner Financial Services
California
$219K +$210K +3,745 New
FSA
913
Fort Sheridan Advisors
Illinois
$218K -$66.5K -1,185 -24%
D.E. Shaw & Co
914
D.E. Shaw & Co
New York
$217K -$16.5M -293,784 -99%
RT
915
Rockland Trust
Massachusetts
$214K -$13.8K -246 -6%
CHAM
916
Clear Harbor Asset Management
Connecticut
$213K +$205K +3,648 New
IA
917
IFG Advisory
Georgia
$211K -$25.7K -458 -11%
CA
918
Calton & Associates
Florida
$211K +$202K +3,599 New
EWM
919
EPG Wealth Management
Georgia
$211K +$203K +3,611 New
GCM
920
Gables Capital Management
Florida
$210K
KFA
921
Kays Financial Advisory
Georgia
$209K -$65.6K -1,169 -25%
BS
922
Boenning & Scattergood
Pennsylvania
$209K -$5.44K -97 -3%
Loomis, Sayles & Company
923
Loomis, Sayles & Company
Massachusetts
$208K -$1.03M -18,399 -84%
GAG
924
GM Advisory Group
New York
$207K -$92.3K -1,645 -32%
OR
925
Olympiad Research
Connecticut
$207K +$198K +3,534 New

DAL Hedge Fund Activity: Q4 2019 in Review

1,135 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2019, worth a combined $32.2B — down 1.3% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new DAL positions and 99 closed out — a net gain of 91 holders — while 403 added to existing stakes and 399 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $128M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.

  • 1,135 institutional investors held Delta Air Lines (DAL) as of Q4 2019, up from 1,065 in Q3 2019.
  • Funds reported $32.2B of Delta Air Lines stock for Q4 2019, down 1.3% quarter-over-quarter.
  • 190 funds opened new Delta Air Lines positions in Q4 2019 and 99 closed out, a net change of +91 holders.
  • The largest Delta Air Lines buyer in Q4 2019 was Wellington Management Group, an estimated $128M added.
  • The largest Delta Air Lines seller in Q4 2019 was T. Rowe Price Associates, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2019.